SW
MO icon

SteelPeak Wealth’s Altria Group MO Stock Holding History

SteelPeak Wealth’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.97M Sell
40,601
-1,318
-3% -$92K 0.08% 186
2026
Q1 		$2.81M Sell
41,919
-9,154
-18% -$589K 0.09% 176
2025
Q4 		$3M Sell
51,073
-104,914
-67% -$6.33M 0.1% 153
2025
Q3 		$10.5M Sell
155,987
-15,484
-9% -$981K 0.35% 66
2025
Q2 		$10.2M Buy
171,471
+122,314
+249% +$7.18M 0.4% 62
2025
Q1 		$3M Sell
49,157
-113,402
-70% -$6.19M 0.12% 133
2024
Q4 		$8.66M Sell
162,559
-23,352
-13% -$1.24M 0.35% 63
2024
Q3 		$9.68M Sell
185,911
-3,946
-2% -$199K 0.42% 53
2024
Q2 		$8.83M Buy
189,857
+152,343
+406% +$6.76M 0.41% 51
2024
Q1 		$1.67M Buy
37,514
+12,005
+47% +$498K 0.08% 178
2023
Q4 		$1.05M Sell
25,509
-181,301
-88% -$7.5M 0.06% 201
2023
Q3 		$8.77M Buy
206,810
+176,292
+578% +$7.79M 0.55% 43
2023
Q2 		$1.41M Buy
30,518
+78
+0.3% +$3.53K 0.08% 155
2023
Q1 		$1.39M Buy
30,440
+4,096
+16% +$188K 0.09% 143
2022
Q4 		$1.23M Buy
26,344
+251
+1% +$11.4K 0.09% 158
2022
Q3 		$1.08M Buy
26,093
+3,959
+18% +$173K 0.08% 161
2022
Q2 		$944K Sell
22,134
-1,457
-6% -$75.4K 0.07% 174
2022
Q1 		$1.23M Buy
23,591
+1,996
+9% +$102K 0.07% 162
2021
Q4 		$1.02M Sell
21,595
-82
-0.4% -$3.76K 0.06% 173
2021
Q3 		$987K Buy
21,677
+388
+2% +$18.7K 0.07% 167
2021
Q2 		$1.01M Sell
21,289
-1,208
-5% -$59.4K 0.07% 180
2021
Q1 		$1.15M Sell
22,497
-940
-4% -$42.1K 0.09% 145
2020
Q4 		$961K Sell
23,437
-614
-3% -$24.7K 0.09% 160
2020
Q3 		$929K Sell
24,051
-16,802
-41% -$699K 0.1% 144
2020
Q2 		$1.6M Sell
40,853
-2,531
-6% -$98.7K 0.2% 89
2020
Q1 		$1.68M Buy
43,384
+3,436
+9% +$152K 0.27% 78
2019
Q4 		$1.99M Buy
+39,948
New +$1.88M 0.27% 78

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SteelPeak Wealth's MO Position: Q2 2026 in Review

SteelPeak Wealth reduced its Altria Group (MO) stake by 3.1% in Q2 2026, selling an estimated $92K and leaving 40,601 shares worth $2.97M. The position accounts for 0.08% of the portfolio, ranked #186.

SteelPeak Wealth first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.5M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • SteelPeak Wealth held 40,601 shares of Altria Group worth $2.97M as of Q2 2026.
  • SteelPeak Wealth sold 1,318 Altria Group shares in Q2 2026, an estimated $92K.
  • Altria Group made up 0.08% of SteelPeak Wealth's portfolio in Q2 2026, its #186 holding.
  • SteelPeak Wealth first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Altria Group position peaked at $10.5M in Q3 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.